Optivise Advisory Services LLC Spdr Portfolio Aggregate Bond Transaction History
Optivise Advisory Services LLC
- $190 Billion
- Q3 2024
A detailed history of Optivise Advisory Services LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Optivise Advisory Services LLC holds 39,143 shares of SPAB stock, worth $986,795. This represents 0.54% of its overall portfolio holdings.
Number of Shares
39,143Holding current value
$986,795% of portfolio
0.54%Shares
2 transactions
Others Institutions Holding SPAB
# of Institutions
490Shares Held
248MCall Options Held
300Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$661 Million0.31% of portfolio
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Cwm, LLC15.1MShares$380 Million1.69% of portfolio
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State Street Corp Boston, MA12.9MShares$325 Million0.01% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$301 Million7.2% of portfolio
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Envestnet Asset Management Inc11.5MShares$291 Million0.1% of portfolio